How do I create a customer account?

To create a client account, please follow these steps:

1. Click on your name to open the menu.
   
   
2. Click on “Client Accounts” to access client account management.
   
   
3. Click on “New Account” to begin creating a new client account.
   
   
4. Fill in the company information fields.
   
   
5. Once completed, click “Next” to continue setting up the account.
   
   
6. Select the employees who will have access to the account. The account administrator is selected by default.
   
   
7. Check the boxes for the employees you wish to add.
   
   
8. Choose whether or not to display the Human Resources section.
   
   
9. Enable this option if you want to give the client access to the account.
   
   
10. Select the sections the client will have access to. Please note that they will not be able to access any other sections than those selected for the fiduciary.
    
    
11. Fill in the corresponding information — the client will receive an invitation by email.
    
    
12. Once finished, click “Save” to create the account.
    
    

1. Click on the corresponding account.
   
   
2. Make the necessary changes.
   
   
3. Make the necessary changes.